Cetera Investment Advisers
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Cetera Investment Advisers’s Enerpac Tool Group EPAC Stock Holding History

Cetera Investment Advisers’s Portfolio EPAC Stock Details EPAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,533
Closed -$288K – 4860
2025
Q4 		$288K Buy
7,533
+2,067
+38% +$81.8K ﹤0.01% 3938
2025
Q3 		$224K Buy
+5,466
New +$221K ﹤0.01% 4074

Other funds holding EPAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cetera Investment Advisers's EPAC Position: Q1 2026 in Review

Cetera Investment Advisers sold out of Enerpac Tool Group (EPAC) in Q1 2026, closing a stake of 7,533 shares — an estimated $288K sold.

Cetera Investment Advisers first reported a position in EPAC in Q3 2025 and held it in 2 quarters. The position peaked at $288K in Q4 2025. 256 funds tracked by Wall St. Rank hold EPAC as of Q1 2026.

  • Cetera Investment Advisers reported no remaining Enerpac Tool Group position as of Q1 2026 after selling out during the quarter.
  • Cetera Investment Advisers sold 7,533 Enerpac Tool Group shares in Q1 2026, an estimated $288K.
  • Cetera Investment Advisers first reported a position in Enerpac Tool Group in Q3 2025 and held it in 2 quarters.
  • Cetera Investment Advisers's Enerpac Tool Group position peaked at $288K in Q4 2025.
  • 256 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.